Next Century Growth Investors as of Sept. 30, 2020
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 128 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Sprout Social Cl A Ord (SPT) | 3.1 | $30M | 771k | 38.50 | |
Caredx (CDNA) | 3.0 | $29M | 754k | 37.94 | |
TechTarget (TTGT) | 2.9 | $28M | 642k | 43.96 | |
Palomar Hldgs (PLMR) | 2.8 | $27M | 262k | 104.24 | |
Si-bone (SIBN) | 2.7 | $26M | 1.1M | 23.72 | |
Vericel (VCEL) | 2.4 | $24M | 1.3M | 18.53 | |
Silk Road Medical Inc Common (SILK) | 2.4 | $23M | 344k | 67.21 | |
Orthopediatrics Corp. (KIDS) | 2.4 | $23M | 496k | 45.92 | |
Veracyte (VCYT) | 2.2 | $21M | 641k | 32.49 | |
Sitime Corp (SITM) | 2.1 | $20M | 240k | 84.03 | |
Axonics Modulation Technolog (AXNX) | 2.1 | $20M | 388k | 51.04 | |
M/a (MTSI) | 2.0 | $19M | 571k | 34.01 | |
Nmi Hldgs Inc cl a (NMIH) | 2.0 | $19M | 1.1M | 17.80 | |
Aspen Group (ASPU) | 1.8 | $18M | 1.6M | 11.17 | |
Kinsale Cap Group (KNSL) | 1.8 | $17M | 91k | 190.17 | |
Chart Industries (GTLS) | 1.6 | $15M | 219k | 70.27 | |
STAAR Surgical Company (STAA) | 1.5 | $14M | 255k | 56.56 | |
Castle Biosciences (CSTL) | 1.5 | $14M | 276k | 51.45 | |
Goosehead Ins (GSHD) | 1.5 | $14M | 163k | 86.59 | |
Tandem Diabetes Care (TNDM) | 1.4 | $14M | 120k | 113.50 | |
Kornit Digital (KRNT) | 1.4 | $13M | 206k | 64.87 | |
Shockwave Med (SWAV) | 1.4 | $13M | 174k | 75.80 | |
Saia (SAIA) | 1.3 | $13M | 101k | 126.14 | |
NeoGenomics (NEO) | 1.3 | $12M | 337k | 36.89 | |
Joint (JYNT) | 1.3 | $12M | 695k | 17.39 | |
Model N (MODN) | 1.3 | $12M | 342k | 35.28 | |
Domo Cl B Ord (DOMO) | 1.2 | $12M | 313k | 38.33 | |
Lgi Homes (LGIH) | 1.2 | $12M | 103k | 116.16 | |
Trex Company (TREX) | 1.2 | $11M | 157k | 71.60 | |
Healthequity (HQY) | 1.1 | $11M | 215k | 51.37 | |
Celsius Holdings (CELH) | 1.1 | $11M | 473k | 22.71 | |
Quanta Services (PWR) | 1.1 | $11M | 203k | 52.86 | |
Apple (AAPL) | 1.1 | $10M | 89k | 115.81 | |
Allied Motion Technologies (ALNT) | 1.0 | $9.6M | 234k | 41.28 | |
Monolithic Power Systems (MPWR) | 1.0 | $9.6M | 35k | 279.60 | |
Microsoft Corporation (MSFT) | 1.0 | $9.5M | 45k | 210.31 | |
Amazon (AMZN) | 1.0 | $9.5M | 3.0k | 3148.70 | |
Irhythm Technologies (IRTC) | 1.0 | $9.4M | 40k | 238.10 | |
InfuSystem Holdings (INFU) | 1.0 | $9.4M | 735k | 12.82 | |
Essent (ESNT) | 0.9 | $8.9M | 241k | 37.01 | |
Azek (AZEK) | 0.9 | $8.5M | 244k | 34.81 | |
Biolife Solutions (BLFS) | 0.8 | $8.2M | 282k | 28.94 | |
Chegg (CHGG) | 0.8 | $8.0M | 113k | 71.44 | |
Grid Dynamics Hldgs (GDYN) | 0.8 | $7.8M | 1.0M | 7.73 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.8 | $7.7M | 89k | 87.34 | |
Aspen Aerogels (ASPN) | 0.8 | $7.7M | 700k | 10.95 | |
RBC Bearings Incorporated (RBC) | 0.8 | $7.7M | 63k | 121.20 | |
Knight Swift Transn Hldgs (KNX) | 0.8 | $7.5M | 185k | 40.70 | |
Lattice Semiconductor (LSCC) | 0.7 | $7.2M | 249k | 28.96 | |
Trean Ins Group | 0.7 | $6.9M | 453k | 15.25 | |
Accolade (ACCD) | 0.7 | $6.8M | 176k | 38.87 | |
Penumbra (PEN) | 0.7 | $6.7M | 35k | 194.37 | |
Oak Street Health | 0.7 | $6.3M | 118k | 53.44 | |
NVIDIA Corporation (NVDA) | 0.6 | $6.2M | 12k | 541.22 | |
Cryoport Inc Com Par $0 001 (CYRX) | 0.6 | $6.0M | 127k | 47.39 | |
Globant S A (GLOB) | 0.6 | $5.8M | 32k | 179.20 | |
Simulations Plus (SLP) | 0.6 | $5.5M | 73k | 75.36 | |
Planet Fitness Inc-cl A (PLNT) | 0.5 | $5.2M | 85k | 61.61 | |
Cerence (CRNC) | 0.5 | $5.2M | 106k | 48.87 | |
Freshpet (FRPT) | 0.5 | $5.1M | 45k | 111.64 | |
Vicor Corporation (VICR) | 0.5 | $5.0M | 64k | 77.73 | |
Inari Medical Ord (NARI) | 0.5 | $4.8M | 70k | 69.01 | |
Insulet Corporation (PODD) | 0.5 | $4.7M | 20k | 236.55 | |
Quanterix Ord (QTRX) | 0.5 | $4.6M | 137k | 33.74 | |
Inspire Med Sys (INSP) | 0.5 | $4.6M | 36k | 129.04 | |
Carparts.com (PRTS) | 0.5 | $4.5M | 415k | 10.81 | |
MasterCard Incorporated (MA) | 0.5 | $4.4M | 13k | 338.11 | |
Marten Transport (MRTN) | 0.5 | $4.4M | 267k | 16.32 | |
Endava Plc ads (DAVA) | 0.5 | $4.4M | 69k | 63.14 | |
Health Catalyst (HCAT) | 0.4 | $4.3M | 118k | 36.60 | |
Proofpoint | 0.4 | $4.3M | 41k | 105.54 | |
Zynex (ZYXI) | 0.4 | $4.2M | 241k | 17.45 | |
Advanced Micro Devices (AMD) | 0.4 | $4.2M | 51k | 81.99 | |
Five9 (FIVN) | 0.4 | $4.2M | 32k | 129.67 | |
Nlight (LASR) | 0.4 | $4.2M | 177k | 23.48 | |
Repligen Corporation (RGEN) | 0.4 | $4.1M | 28k | 147.53 | |
Paylocity Holding Corporation (PCTY) | 0.4 | $4.1M | 26k | 161.39 | |
Alphatec Holdings (ATEC) | 0.4 | $4.0M | 601k | 6.64 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $4.0M | 255k | 15.64 | |
CryoLife (AORT) | 0.4 | $3.9M | 212k | 18.47 | |
Wingstop (WING) | 0.4 | $3.8M | 28k | 136.62 | |
Cintas Corporation (CTAS) | 0.4 | $3.6M | 11k | 332.77 | |
Covenant Transportation (CVLG) | 0.4 | $3.4M | 196k | 17.49 | |
Progyny (PGNY) | 0.4 | $3.4M | 117k | 29.43 | |
CoStar (CSGP) | 0.4 | $3.4M | 4.0k | 848.27 | |
Visa (V) | 0.3 | $3.3M | 17k | 199.96 | |
Q2 Holdings (QTWO) | 0.3 | $3.3M | 36k | 91.25 | |
Progressive Corporation (PGR) | 0.3 | $3.2M | 34k | 94.65 | |
Verra Mobility Corp verra mobility corp (VRRM) | 0.3 | $3.1M | 324k | 9.66 | |
IEC Electronics | 0.3 | $3.0M | 351k | 8.65 | |
Draftkings Inc Com Cl A | 0.3 | $3.0M | 51k | 58.83 | |
American Well Corp (AMWL) | 0.3 | $3.0M | 101k | 29.63 | |
Costco Wholesale Corporation (COST) | 0.3 | $2.9M | 8.3k | 354.89 | |
Fiverr Intl Ltd ord (FVRR) | 0.3 | $2.9M | 21k | 138.96 | |
salesforce (CRM) | 0.3 | $2.9M | 11k | 251.25 | |
Boeing Company (BA) | 0.3 | $2.8M | 17k | 165.25 | |
Lululemon Athletica (LULU) | 0.3 | $2.8M | 8.4k | 329.26 | |
Avalara | 0.3 | $2.5M | 19k | 127.30 | |
Blackline (BL) | 0.3 | $2.4M | 27k | 89.61 | |
Deere & Company (DE) | 0.3 | $2.4M | 11k | 221.56 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.3M | 1.6k | 1465.16 | |
Guardant Health (GH) | 0.2 | $2.3M | 20k | 111.77 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.2M | 8.1k | 272.10 | |
Facebook Inc cl a (META) | 0.2 | $2.2M | 8.4k | 261.79 | |
Edwards Lifesciences (EW) | 0.2 | $2.0M | 26k | 79.81 | |
Vertex (VERX) | 0.2 | $2.0M | 87k | 23.00 | |
Old Dominion Freight Line (ODFL) | 0.2 | $2.0M | 11k | 180.83 | |
Everbridge, Inc. Cmn (EVBG) | 0.2 | $1.9M | 15k | 125.73 | |
Ecolab (ECL) | 0.2 | $1.9M | 9.3k | 199.81 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.8M | 29k | 60.29 | |
stock | 0.2 | $1.7M | 8.9k | 188.03 | |
Intuit (INTU) | 0.2 | $1.7M | 5.1k | 326.09 | |
Dex (DXCM) | 0.2 | $1.6M | 3.8k | 412.07 | |
Chipotle Mexican Grill (CMG) | 0.2 | $1.5M | 1.2k | 1243.68 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $1.5M | 3.1k | 490.16 | |
Ringcentral (RNG) | 0.2 | $1.5M | 5.3k | 274.60 | |
Square Inc cl a (SQ) | 0.1 | $1.4M | 8.8k | 162.55 | |
Veeva Sys Inc cl a (VEEV) | 0.1 | $1.4M | 4.9k | 281.10 | |
Servicenow (NOW) | 0.1 | $1.4M | 2.8k | 484.71 | |
Walt Disney Company (DIS) | 0.1 | $1.3M | 10k | 124.06 | |
Intuitive Surgical (ISRG) | 0.1 | $1.2M | 1.7k | 709.46 | |
United Rentals (URI) | 0.1 | $1.2M | 6.9k | 174.41 | |
Atlassian Corp Plc cl a | 0.1 | $1.2M | 6.5k | 181.78 | |
Caterpillar (CAT) | 0.1 | $1.2M | 7.7k | 149.11 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $1.0M | 711.00 | 1468.35 | |
Netflix (NFLX) | 0.1 | $970k | 1.9k | 500.00 | |
Epam Systems (EPAM) | 0.0 | $387k | 1.2k | 323.04 | |
Paycom Software (PAYC) | 0.0 | $113k | 363.00 | 311.29 |